QuickBooks is growing more powerful to help businesses thrive

Let’s face it—business is hard work. Managing new business leads, invoices, books, and customer relationships often means small business operators spend hours on admin instead of growing their business or enjoying personal time. Juggling disconnected tools and workflows just makes things even harder.

Starting late August, QuickBooks Online is introducing a redesigned user interface built on the Intuit Platform. These innovations save time, streamline workflows, and simplify everyday tasks to help you focus on what matters—growing your customer base, leading your team, or finding time for yourself.

This refreshed interface lays the foundation for bigger updates, including AI-powered tools that will take care of repetitive admin tasks and make business management easier. With the tools you rely on now made simpler to find and use, QuickBooks is evolving to grow with your business.

Do more, stress less with better navigation

Managing a business is full of moving parts, but the redesigned QuickBooks Online interface will make those daily tasks a whole lot easier.

What’s new:

• Smarter design: Essential tools brought together in a clean, simple layout, so everything you need is right where you expect it.
• Easier navigation: A streamlined menu lets you quickly find bookkeeping, finance, and customer management tools, saving you time so you can focus on the important stuff.
• Connected tools*: Third-party apps, like Payroll, Payments, and other integrations, will continue to work together seamlessly, so all the essentials are in one place.
• Customisation: Tailor your dashboard and menus to fit your business, so the tools you need are always front and centre.
• Enhanced search: Quickly find transactions, invoices, reports, or contacts with custom filters and faster search functions.
• Quick access: Bookmark your most-used tools and tasks to save time and keep your day flowing.

The best part? The tools and workflows you already rely on aren’t changing—they’re just easier and faster to use. Early access for the new interface will roll out gradually in late August, so keep an eye out for when you can opt in and try it yourself.

Get closer to your customers with new CRM tools

Customer relationships are the heart of your business and the new CRM brings you better tools to nurture and grow those connections.

Here’s how the updates help your business thrive:

• Track leads and opportunities: Manage your leads from first contact to follow-up all in one place, so you never miss an opportunity.
• Understand your customers: Use surveys and reviews to see what your customers love and where you can improve—giving you the tools to build loyalty over time.
• Turn referrals into revenue: Happy customers refer their friends. The new CRM tools automatically track these referrals, helping you turn one-off sales into long-term relationships.

With these updates, managing customer relationships and finding new growth opportunities has never been simpler. And with even more enhancements rolling out soon, QuickBooks is helping businesses connect with their customers like never before.

Work smarter, not harder with AI tools^#

Running a business doesn’t leave much time for managing tedious admin tasks. What if there was a smarter way?

Launching this November, QuickBooks AI Agents will take care of repetitive tasks—all with your oversight. Designed to save businesses time without losing accuracy, these digital teammates work quietly in the background, so you can focus on driving growth, helping customers, or even taking the afternoon off.

And this is just the beginning. AI Agents are the first step toward smarter tools built to make your workday even easier, with expanded capabilities rolling out over time.

Real-time insights with Open Banking^#

Open Banking is launching soon in QuickBooks Online, offering businesses more secure access to their bank data in QuickBooks. This exciting new feature will give you real-time visibility into your accounts, helping you make smarter financial decisions with confidence.

As part of the Australian government’s Consumer Data Right (CDR) initiative, next-generation bank feeds use highly secure API technology and ACCC-controlled measures to provide a direct connection between banks and QuickBooks Online.

As an ACCC approved accredited data recipient (ADR), the Open Banking bank feeds in QuickBooks deliver:

• Fast and accurate data: Instantly access real-time updates across all accounts, plus up to two years of historical data to better understand your cash flow.
• Control you can rely on: Gain a complete, real-time view of your financial health, securely shared with QuickBooks, to act faster and with more confidence.
• State-of-the-art security and compliance: Protected access to shared financial data ensures that transactions remain secure and compliant.

With Open Banking, you’ll always have the full picture when it comes to your finances—right at your fingertips.

Smarter reporting with Modern View

Reporting can feel like a chore, but QuickBooks is working to make it easier and faster to understand your numbers so you can make better decisions for the future.

Key benefits include:

• Faster reports: Larger and more complex reports run faster than ever.
• Flexible customisation: Group, compare, and filter data to make reports that are tailored to your unique needs.
• Future-ready analytics: These changes lay the groundwork for AI-powered insights that help you spot trends and identify opportunities more easily.

Modern View doesn’t just save time—it makes generating reports and understanding your financial data more intuitive and actionable.

The foundation for what’s next

The new QuickBooks Online experience rolling out this August is all about helping businesses like yours save time, work smarter, and grow faster. With smarter navigation, enhanced customer management, and simpler reporting tools rolling out now, QuickBooks is laying the groundwork for even greater innovations, like Open Banking and AI Agents, arriving later this year.

QuickBooks isn’t just growing with you—it’s evolving for you, so you can focus on what matters most: your business, your customers, and your future.

Disclaimer:

*Third party apps incur additional fees

#This information is intended to outline our general product direction, but represents no obligation and should not be relied on in making a purchasing decision. Additional terms, conditions and fees may apply. Product offers, features, and functionality are subject to change without notice